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Charles Schwab Corporation shares owned by Northwest & Ethical Investments

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Northwest & Ethical Investments from 13F filings

Historical chart of Northwest & Ethical Investments investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Northwest & Ethical Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Northwest & Ethical Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 19k 96.90
2025-06-30 $1.7M 19k 89.98
2025-03-31 $1.6M 20k 78.16
2024-06-30 $394k 5.4k 73.69
2024-03-31 $271k 3.8k 72.34
2021-03-31 $961k 15k 65.18
2020-12-31 $1.6M 31k 53.04
2020-09-30 $585k 16k 36.23
2012-06-30 $3.0M 236k 12.93
2012-03-31 $3.5M 246k 14.37
2011-12-31 $3.2M 287k 11.26
2011-09-30 $5.0M 446k 11.27
2011-06-30 $3.6M 219k 16.45
2011-03-31 $3.3M 185k 18.03
2010-12-31 $5.2M 302k 17.11
2010-09-30 $4.0M 289k 13.90